Legal Representation
Attorney
Zachary D. Cohen, Esq.
USPTO Deadlines
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 2, 2025 | NRCC | E | NOTICE OF REGISTRATION CONFIRMATION EMAILED | Loading... |
| Sep 2, 2025 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Jul 15, 2025 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Jul 15, 2025 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Jul 9, 2025 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jun 9, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 9, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 9, 2025 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Jun 9, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 9, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 9, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 5, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 27, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 19, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax and taxation planning, advice, information and consultancy services; Tax filing services; Tax preparation; tax planning and preparation for affluent individuals and families nearing or in retirement
First Use Anywhere:
19850200
First Use in Commerce:
19850200
Class 036
Advice on finance during retirement; Fiduciary representatives; Financial advice relating to tax; Financial advisory and consultancy services, namely, providing wealth management services, financial investment management in the field of investment portfolios, and financial planning for affluent individuals and families nearing or in retirement; Financial advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, creating personalized financial strategies for achieving long-term goals and maintaining financial security throughout retirement; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Investment management; Management of portfolios comprising securities; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning for affluent individuals and families
First Use Anywhere:
19850200
First Use in Commerce:
19850200
Class 041
Educational services, namely, conducting seminars in the field of wealth management, economic updates, tax planning, and estate planning; On-line journals, namely, blogs featuring various topics related to wealth management for affluent individuals and families nearing or in retirement; Providing online newsletters in the field of economic updates and various topics related to wealth management for affluent individuals and families nearing or in retirement via e-mail
First Use Anywhere:
19850200
First Use in Commerce:
19850200
Additional Information
Pseudo Mark
GODSEY AND GIBB
Classification
International Classes
035
036
041